Last Update: 31 August 2020

The Merrill Lynch Edge Select Conservative Portfolio obtained a 4.81% compound annual return, with a 3.42% standard deviation, in the last 10 years.

The DFA Dimensional Retirement Income Fund Portfolio obtained a 4.56% compound annual return, with a 3.87% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio DFA Dimensional Retirement Income Fund Portfolio
Risk Low Low
Asset Allocation Stocks 21% 20.4%
Fixed Income 79% 79.6%
Commodities 0% 0%
10 Years Stats Return +4.81% +4.56%
Std Dev 3.42% 3.87%
Max Drawdown -4.57% -4.64%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Merrill Lynch Edge Select Conservative Portfolio +0.84 +3.36 +3.89 +6.05 +5.05 +4.97 +4.81 +4.47
DFA Dimensional Retirement Income Fund Portfolio +1.88 +5.06 +5.93 +8.06 +5.22 +4.89 +4.56 +4.17
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Merrill Lynch Edge Select Conservative Portfolio DFA Dimensional Retirement Income Fund Portfolio
2020
+3.37% +5.56%
2019
+11.07% +10.30%
2018
-1.01% -1.96%
2017
+6.67% +6.78%
2016
+4.67% +4.66%
2015
-0.16% -0.87%
2014
+4.82% +2.89%
2013
+5.12% +1.29%
2012
+6.74% +7.36%
2011
+3.69% +6.06%
2010
+7.47% +6.92%
2009
+10.64% +12.97%
2008
-5.32% -7.45%
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